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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,096 hedge funds and large institutions have $362B invested in iShares Core S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 1,325 increasing their positions, 1,212 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,096
Holders Change
+30
Holders Change %
+0.98%
% of All Funds
45.03%
Holding in Top 10
1,001
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.5%
% of All Funds
14.56%
New
173
Increased
1,325
Reduced
1,212
Closed
101
Calls
$388M
Puts
$517M
Net Calls
-$129M
Net Calls Change
-$219M

Top Buyers

1
CM
Capula Management
Cayman Islands
+$4.8B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.16B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.46B
4
Marshall Wace
Marshall Wace
United Kingdom
+$3.16B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.42B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.17B
2
Goldman Sachs
Goldman Sachs
New York
-$3.66B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.16B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.52B
5
Wolverine Trading
Wolverine Trading
Illinois
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
BBVA
201
Banco Bilbao Vizcaya Argentaria
Spain
$176M +$84.1M +153,504 +91%
AF
202
Apexium Financial
Texas
$173M +$12.8M +23,427 +8%
MSA
203
Mason Street Advisors
Wisconsin
$171M -$146M -266,300 -46%
ESL
204
Endurance Services Ltd
New York
$168M – – –
LPT
205
Legacy Private Trust
Wisconsin
$167M +$1.18M +2,156 +0.7%
GFP
206
Gryphon Financial Partners
Ohio
$166M +$6.77M +12,375 +4%
BSB
207
Bangor Savings Bank
Maine
$166M +$2.56M +4,678 +2%
IMCOOI
208
Investment Management Corp of Ontario (IMCO)
Canada
$165M -$28.5M -52,100 -15%
Kovitz Investment Group Partners
209
Kovitz Investment Group Partners
Illinois
$163M +$131M +239,559 +413%
SWP
210
Stratos Wealth Partners
Ohio
$163M +$17.1M +31,234 +12%
Two Sigma Advisers
211
Two Sigma Advisers
New York
$161M +$8.87M +16,200 +6%
AI
212
Atria Investments
North Carolina
$161M -$30.1M -55,032 -16%
TFM
213
TFC Financial Management
Massachusetts
$160M -$898K -1,641 -0.6%
FTWA
214
Fifth Third Wealth Advisors
Ohio
$159M +$65.5M +119,670 +70%
RSWM
215
Robertson Stephens Wealth Management
California
$158M +$29.1M +53,087 +23%
BPA
216
Beacon Pointe Advisors
California
$158M -$12.6M -22,997 -7%
AC
217
Allstate Corporation
Illinois
$158M +$55.2M +100,850 +54%
VIA
218
Vantagepoint Investment Advisers
District of Columbia
$158M +$1.92M +3,500 +1%
GT
219
Glenview Trust
Kentucky
$157M +$2M +3,663 +1%
AWM
220
AE Wealth Management
Kansas
$157M -$15.8M -28,811 -9%
CIBC World Market
221
CIBC World Market
Ontario, Canada
$152M +$61.8M +112,865 +68%
3AM
222
3EDGE Asset Management
Florida
$152M -$4.18M -7,635 -3%
GC
223
Gilbert & Cook
Iowa
$152M -$9.15M -16,726 -6%
FIA
224
Foundations Investment Advisors
Arizona
$150M -$6.59M -12,040 -4%
SNB
225
Security National Bank
Nebraska
$149M – – –
7 8
9
10 11